Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,078
New
Increased
Reduced
Closed

Top Buys

1
+$1.11B
2
+$1B
3
+$681M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$402M
5
EPD icon
Enterprise Products Partners
EPD
+$374M

Top Sells

1
+$807M
2
+$617M
3
+$544M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$542M
5
MNST icon
Monster Beverage
MNST
+$521M

Sector Composition

1 Healthcare 8.93%
2 Technology 8.69%
3 Financials 8.37%
4 Communication Services 6.94%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4526
$355K ﹤0.01%
25,020
-44,116
4527
$355K ﹤0.01%
33,541
+1,588
4528
$354K ﹤0.01%
11,039
-2,922
4529
$351K ﹤0.01%
18,566
-488
4530
$350K ﹤0.01%
65,751
+3,965
4531
$350K ﹤0.01%
+41,218
4532
$350K ﹤0.01%
188,313
+23,919
4533
$350K ﹤0.01%
25,025
+771
4534
$349K ﹤0.01%
+9,560
4535
$348K ﹤0.01%
8,169
+3,519
4536
$348K ﹤0.01%
10,325
-19,674
4537
$347K ﹤0.01%
99,853
+59,244
4538
$347K ﹤0.01%
94,649
+27,912
4539
$347K ﹤0.01%
21,040
+154
4540
$347K ﹤0.01%
55,197
-97,786
4541
$346K ﹤0.01%
8,986
+4,403
4542
$346K ﹤0.01%
12,393
+452
4543
$346K ﹤0.01%
31,329
+7,065
4544
$346K ﹤0.01%
33,555
+9,697
4545
$345K ﹤0.01%
20,305
+9,532
4546
$345K ﹤0.01%
5,851
-2,569
4547
$345K ﹤0.01%
26,814
-125,928
4548
$345K ﹤0.01%
10,051
+7,623
4549
$345K ﹤0.01%
269,275
+52,191
4550
$345K ﹤0.01%
21,911
-335
180 181
182
183 184